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Turtle Creek Wealth Advisors’s Shopify SHOP Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,234
Closed -$843K – 508
2025
Q4 		$843K Buy
+5,234
New +$840K 0.07% 173
2024
Q1 		– Sell
-290
Closed -$22.6K – 707
2023
Q4 		$22.6K Buy
+290
New +$18.5K 0.01% 393

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Turtle Creek Wealth Advisors's SHOP Position: Q1 2026 in Review

Turtle Creek Wealth Advisors sold out of Shopify (SHOP) in Q1 2026, closing a stake of 5,234 shares — an estimated $843K sold.

Turtle Creek Wealth Advisors first reported a position in SHOP in Q4 2023 and held it in 2 quarters. The position peaked at $843K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Turtle Creek Wealth Advisors reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 5,234 Shopify shares in Q1 2026, an estimated $843K.
  • Turtle Creek Wealth Advisors first reported a position in Shopify in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's Shopify position peaked at $843K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.